See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,174 | $172,111-91.8% | $150,298-90.6% | $137,256-89.7% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 21.49% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $710 | $4,636-84.7% | $4,154-82.9% | $4,156-82.9% |
| Participant deferral / active EE | $1,150 | $6,166-81.4% | $5,453-78.9% | $6,407-82.1% |
| Admin fee / account holder | $141 | $16,471-99.1% | $14,116-99.0% | $12,270-98.9% |